JobPro Version 4.1

New Features

Sales statement and aged analysis functionality has been added to the Sales Invoice module.
Users can also specify to include aged analysis details on invoices for customers who have outstanding invoices.
There are also new reporting options for aged analysis and statements as well.

New pricing functionality added so users can specify ‘sell price breaks’ based on quantities for products and services and in three different categories – A, B and C.
Customers can then be assigned to a category as well as have a discount percentage applied to their account so that their discount will be applied automatically to products or services they purchase.
Also, specific pricing can be set for each customer individually. Price lists can now include price breaks if required.

On the Calendar screen users can now toggle between jobs, stages and tasks, not just view tasks.
This allows a user to quickly look at what’s on for the day or week for jobs, stages and tasks.
Users with the required access privilege can look at other users calendar for jobs, stages and tasks.

New ‘Estimate Request’ feature added to the Quotations module.
Users can now create estimate requests to suppliers/vendors for items on a quotation and also generate a purchase order automatically from an estimate request.

New import utility created so users can import data into the Prospects and Contacts modules..
New option to create a shipping/dispatch record from a purchase order.
New option to ‘Use own letterhead’ for quotations, estimate requests, sales orders, purchase orders, sales invoices, dispatches, letters and faxes.
Improved functionality in relation to tasks and stages for jobs. A new list screen has been created to display/print jobs and their ‘next stage’.
New option added to allow user to include the quotation details on a job brief in the Jobs module.
Improved functionality in the Prospects/Enquiries module. A new ‘Profile’ section has been added with an option to print a list of prospects/enquiries including their profile details.
New user interface/design for the Home/Main Menu screen.
Improvements to document linking on servers.
Contacts/individuals can now be marked as ‘Old’ so they get moved to the bottom of a list of employees for a company
When selecting contacts, companies, prospects or products/services in the filter screen for various functionality in the system users can now toggle between active and non active records to make it easier to select the desired record.
Tasks can now be set to ‘Not started’ instead of defaulting to ‘In progress’.
Improved navigation between jobs and related quotations.